Responsible Investing

We actively invest for the long-term prosperity of our clients and to secure a sustainable future for the planet and society.

Overview

Our ambition is to be the world’s leading responsible investor.

We expect the global economy will move to a more sustainable and equitable model over the coming years, and we want to be an active partner for the clients as that transition takes place. It’s important to consider how we, as responsible investors, can promote positive change for the present and the future of our people and planet.

Responsible investing at a glance1

7 A+ ratings1

With the United Nations Principles for Responsible Investment (PRI) programme.

87 %

of AUM2 classified as Articles 8 & 9 under SFDR

12 impact strategies

across our Core business. Our dedicated Impact range grows every year, delivering verifiable positive effects alongside financial returns

29 + specialists

Putting responsible investing to work in our strategies.

20 +years

Our first RI mandate was awarded in 1998 and helped to create sustainable jobs.

F ounding Member

of the Net Zero Asset Managers Initiative

How to invest sustainably

Investing in companies and projects that are leading the way to a more sustainable world not only helps us reach a net-zero economy by 2050 but can deliver more sustainable returns in the future. The vast majority of our assets under management integrate our ESG analysis and quantitative scores into the investment process, while applying our core exclusions policy. We believe this can deliver value for clients by identifying risks and opportunities linked to key sustainability trends in the global economy.  

Strategy

Our ACT range

Our ACT range is our most focused ESG offering. Strategies in this category are designed to help clients target specific sustainability goals around issues such as climate change and inequality while continuing to adopt the reinforced approach to sustainability risks and good governance practices.

Explore

AXA IM’s road to net zero

The road to a net zero world is challenging to navigate and requires a collective effort. Every individual, company, and government must play its part. There isn’t one single answer or path to solving this challenge, but we want to be one of the leaders on this journey: in our investment choices, the products we offer, the way we engage and vote, and manage our business.

Net zero

Five Areas Shaping Tomorrow’s Net Zero Economy

The global drive to decarbonize is creating opportunities for investors to help reimagine economies, protect the planet and generate sustainable long-term returns. But how can today’s investment decisions help get us there?

Learn more

Stewardship and engagement

As a major investor in many markets, we carry the potential to influence companies towards behaviours that we believe will be to the advantage of our clients. This may extend from highlighting short-term strategic risks for individual firms, to encouraging longer-term positioning that helps build secure and sustainable economies.

Risks

No assurance can be given that our strategies will be successful. Investors can lose some or all of their capital invested. Our strategies are subject to risks including, but not limited to: global investments risk, equity risk, credit risk, derivatives risk and leverage, risks linked to investments in emerging markets, counterparty risk and geopolitical risk.

Education

Understanding responsible investing

Learn the basics of responsible investing and dive into areas including impact investing, ESG and active stewardship with The Academy - our dedicated learning zone designed to help increase your knowledge and understanding of the investment world.

Learn more

Related Articles

Sustainability

Biodiversity loss: Understanding and responding to a global systemic risk

  • by Liudmila Strakodonskaya , Sian Long
  • 28 September 2022 (7 min read)
Sustainability

Artificial Intelligence: Responsible AI and the path to long-term growth

  • by Théo Kotula
  • 26 September 2022 (7 min read)
Sustainability

Zero Emissions Day: Where investors can help bridge the gap

  • by Chris Iggo
  • 21 September 2022 (5 min read)

    Disclaimer

    The classification of the [Fund] under SFDR may be subject to adjustments and amendments, since SFDR has come into force recently only and certain aspects of SFDR may be subject to new and/or different interpretations than those existing at the date of this [Prospectus/PPM]. As part of the ongoing assessment and current process of classifying its financial products under SFDR, [the Manager] reserves the right, in accordance with and within the limits of applicable regulations and of the [Fund]’s [legal documentation], to amend the classification of the Fund from time to time to reflect changes in market practice, its own interpretations, SFDR-related laws or regulations or currently-applicable delegated regulations, communications from national or European authorities or court decisions clarifying SFDR interpretations. Investors are reminded that they should not base their investment decisions on the information presented under SFDR only.

    The ESG data used in the investment process are based on ESG methodologies which rely in part on third party data, and in some cases are internally developed. They are subjective and may change over time. Despite several initiatives, the lack of harmonized definitions can make ESG criteria heterogeneous. As such, the different investment strategies that use ESG criteria and ESG reporting are difficult to compare with each other. Strategies that incorporate ESG criteria and those that incorporate sustainable development criteria may use ESG data that appear similar, but which should be distinguished because their calculation method may be different.

    This promotional communication does not constitute on the part of AXA Investment Managers a solicitation or investment, legal or tax advice. This material does not contain sufficient information to support an investment decision.

    Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.